How to create a purchase order

A purchase order is created when items are bought from other businesses. A purchase order must be created against a specific indent request.

Steps

1. Go to Menu → Administration → Inventory → Purchase Order to open the Purchase Order page.

2. In the top-right corner, click New.

   

3. Select the indent number.

4. In the Purchase order No. field, enter the purchase order number.

   Note: If you have created purchase orders before, the number increases automatically in sequence.

5. In the Store field, select the store.

6. In the Supplier Type field, select the supplier type.

7. In the Supplier field, select the supplier you are buying the items from.

8. In the PO Date field, select the purchase order date. It can be today, a past date or a future date.

9. In the Reference field, enter a reference ID you can use to search for the purchase order later.

10. In the Store Item field, select the item you are buying. The item’s unit price is displayed.

11. In the Quantity field, enter the quantity to buy.

12. In the Discount field, enter the discount amount to apply to the total.

13. In the Tax (%) field, enter the tax percentage to apply to the total.

14. Click Add item (in green) to buy more items. To remove an item from the purchase order, click the x icon.

15. Click Save.

Related articles

• How to issue or reject a purchase order
• How to edit or delete a purchase order
• How to add a supplier